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Group Form Reports

View and analyse form completions across all organisations in your group using Group Form Reports.

For: Group Admin Users

Feature note: this feature is only available if you have access to a Group Admin Console login.

Group Form Reports allow you to view form completions across all organisations in your group by form template. Use this to track how often group-level forms are being completed and review individual responses.

Note: Only group-level forms (forms created from the group admin console) appear in Group Form Reports. Organisation-specific forms are available by logging into the specific organisation.

Accessing Group Form Reports

  1. Log in to the Group Admin Console

  2. Go to Reports

  3. Click the Form Reports tab

Selecting a date range

  1. Use the date picker in the top right corner to select your date range

  2. The table shows all group-level forms completed within that period, including form name, version, form type, form category, and total completions across the group

Viewing a form report

  1. Click View Report next to the form you want to review (if there are no completions for this form, or only draft/in progress forms, the View Report option does not appear)

  2. The report opens in table view, showing all completions and answers for that form template

  3. Scroll right and click the eye icon on any row to view an individual completed form

Customising report columns

Each column in the report represents a question in the form. You can show or hide questions before exporting.

  1. Click Columns Visible in the report view

  2. Toggle questions on or off to control what appears in the report

Tip: Remove fields like Repeat ID or Note to produce a cleaner export.

Exporting, printing, or emailing a report

  1. Click the Actions button (three dots) in the top right corner of the report view

  2. Choose from:

    • Print to PDF — generates a print-ready version of the report

    • Email report — sends the report to a recipient email address you specify

    • Export to CSV — downloads a CSV file of all form responses

Generating an AI summary

  1. In the report view, click Summarise with AI

  2. Wait a moment while the summary generates

  3. To export the summary as a PDF, click the printer icon in the summary view

Note: The AI summary applies to one form template at a time. It cannot summarise across multiple form templates.

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